Requisition Worksheet

Create and manage Requisition Worksheets in D365BC

Introduction

Use the Requisition Worksheet in D365BC to create a list of items that you want to order. In EAM-BC, items can be set up as Maintenance Items on Assets. Maintenance Items are spare parts used on the Assets.

Prerequisites: Dynaway EAM (EAM-BC) is installed in Microsoft Dynamics 365 Business Central (D365BC).
Audience: Maintenance Manager, Maintenance Purchaser

Calculate a Requisition Worksheet

Requisition Worksheets are standard D365BC functionality. Use the Requisition Worksheet to create a list of items that you want to order. When you are ready to place orders, you convert the Requisition Worksheet to a Purchase Order in D365BC.

Refer to Microsoft documentation to learn how to work with Requisition Worksheets in D365BC.

You can use the Requisition Worksheet to automatically calculate a list of items required for maintenance jobs on your Assets, based on planned Work Orders in EAM-BC.

Items used as spare parts on your Assets can be set up as Maintenance Items in EAM-BC. Refer to Dynaway documentation to learn about Maintenance Items: Items / Spare Parts on Assets.

Refer to Dynaway documentation to learn how to use the Requisition Worksheet to automatically calculate which Maintenance Items are required for your maintenance jobs in EAM-BC: Item Requisition and Procurement.

The screenshot below shows an example of the Requisition Worksheets list with an item line for a Maintenance Item. The item line is calculated automatically by using the Process > Calculate Plan... button.

Calculate Plan in Requisition Worksheets

Create a Purchase Order from a Requisition Worksheet

You can create Purchase Orders for your Maintenance Items from the Requisition Worksheet.

Search for 'req work' and select Requisition Worksheets.
On each requisition line that you want to create a Purchase order for, select a vendor in the Vendor No. field.
Select Process > Carry Out Action Message... to automatically create purchase orders.
1. Purchase Orders will only be created for the item lines on which the Accept Action Message check box is selected.
In the Carry Out Action Msg. - Req. dialog that opens, select OK to confirm creation of Purchase Orders.

Refer to Microsoft documentation for more information on how to work with Purchase Orders: Overview of Tasks to Manage Purchasing - Business Central | Microsoft Docs.

The screenshot below shows the Requisition Worksheet with one Maintenance Item line, and the dialog to confirm creation of a Purchase Order.